Maximize W-2 Tax Savings with a Short-Term Rental
Your tax & real estate advisors at every milestone of your STR journey
What Decides Your Short Term Rental Tax Savings — and When
How much W-2 income your STR can offset depends on these decisions you make before you close:
What should be the purchase strategy to maximize your bonus depreciation?
Do you need an LLC for your STR, and when should it be formed?
What must you do to qualify for the STR tax loophole?
What deadlines must you hit for the tax deduction to count this year?
Answering these takes a tax advisor and a real estate broker working as one. Most deductions shrink in the disconnect between them — like buying a property where land, which can’t be depreciated, makes up too much of the value, or closing too late for the deduction to count this year.
That’s why you need an STR tax advisor who can also handle the purchase — not one who hands you off.
We Don’t Just Plan It. We Help You Execute It.
An STR tax plan only becomes a real tax deduction if every milestone lines up. That’s where we come in — one firm beside you at every milestone of your STR journey, from planning to execution.
Tax Planning
Our tax advisor sets the STR strategy that maximizes the deduction for your specific tax situation.
LLC Filing
Our accounting team files your LLC formation documents and sets up the tax entity structure that fits your STR strategy.
Property Search
Our licensed real estate agent helps you find the right STR property and close at the right time, so your purchase supports every deduction in your tax plan.
Compliance & Bookkeeping
We guide your operations and keep your books, so you meet IRS material participation rules.
Insurance Coverage
Our in-house insurance agent places coverage built for short-term rentals, so a denied claim doesn’t wipe out your tax savings.
Tax Filing
We file your return in-house, following the strategy from your tax planning session, ensuring every planned deduction is claimed.
Why Us
Three Licenses, One Roof
CPA, real estate, and insurance — all licensed in-house, working as one team, so you don't have to juggle multiple parties and risk deductions falling through the gaps between them.
Tax-Forward at Every STR Step
The tax strategy designed in your tax planning session is the one executed at purchase and filed on your return — so no deduction gets lost.
No Up-Front Fee. No Monthly Fixed Fee.
No joining fee and no monthly retainer, unlike most STR clubs — you pay only for the services you actually use.
Free Tax Planning
Our tax filing clients get free tax planning every year — helping you maximize tax savings holistically, well beyond your STR.
How the Short Term Rental Tax Loophole Actually Works
Our tax and real estate advisors break down how STR owners offset W-2 income — what qualifies as a short-term rental, what the IRS expects from material participation, and where most deductions get lost along the way.